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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.98%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$3.07B
2
Capital World Investors
Capital World Investors
California
+$438M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$263M
4
Goldman Sachs
Goldman Sachs
New York
+$259M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$630M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Morgan Stanley
Morgan Stanley
New York
-$383M
4
Citadel Advisors
Citadel Advisors
Florida
-$362M
5
State Street
State Street
Massachusetts
-$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1901
SilverOak Wealth Management
Minnesota
$213K +$213K +2,106 New
PG
1902
Patten Group
Tennessee
$213K +$213K +2,105 New
CIC
1903
Cutler Investment Counsel
Oregon
$213K +$213K +2,078 New
CAM
1904
Costello Asset Management
Pennsylvania
$213K -$5.07K -50 -2%
LSIA
1905
LaSalle St. Investment Advisors
Illinois
$213K +$213K +2,097 New
PAA
1906
Peregrine Asset Advisers
Oregon
$213K +$213K +2,101 New
RA
1907
Riverstone Advisors
Texas
$213K +$213K +2,100 New
EWM
1908
Elevatus Welath Management
New York
$212K +$212K +2,091 New
SWM
1909
Scissortail Wealth Management
Oklahoma
$212K +$212K +2,087 New
PCM
1910
Passive Capital Management
Maryland
$211K +$211K +2,087 New
BA
1911
Ballast Advisors
Minnesota
$210K +$210K +2,076 New
YIA
1912
YHB Investment Advisors
Connecticut
$210K +$210K +2,071 New
FOA
1913
Five Oceans Advisors
California
$210K +$210K +2,069 New
MMA
1914
Miracle Mile Advisors
California
$209K -$12.6K -124 -6%
ACP
1915
Aveo Capital Partners
Colorado
$209K -$91.6K -904 -30%
GC
1916
GFG Capital
Florida
$209K +$209K +2,064 New
CC
1917
Chicago Capital
Illinois
$209K +$209K +2,061 New
MLFP
1918
MPS Loria Financial Planners
Illinois
$209K +$209K +2,061 New
LC
1919
Lincoln Capital
Nebraska
$209K +$209K +2,060 New
PP
1920
Pegasus Partners
Wisconsin
$209K +$209K +2,058 New
EGM
1921
Engineers Gate Manager
New York
$208K -$8.52M -84,093 -98%
ClearBridge Investments
1922
ClearBridge Investments
New York
$208K -$288K -2,843 -58%
LC
1923
Landaas & Company
Wisconsin
$207K +$207K +2,043 New
SAF
1924
Smith Anglin Financial
Texas
$207K +$207K +2,038 New
NRC
1925
New Republic Capital
North Carolina
$206K +$206K +2,003 New
75 76
77
78 79